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World Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

World Investment Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.74M Sell
5,980
-261
-4% -$114K 0.05% 398
2026
Q1 		$2.88M Sell
6,241
-647
-9% -$327K 0.05% 389
2025
Q4 		$3.9M Buy
6,888
+1,489
+28% +$793K 0.06% 308
2025
Q3 		$2.41M Buy
5,399
+3,803
+238% +$1.82M 0.05% 367
2025
Q2 		$867K Buy
1,596
+796
+100% +$416K 0.02% 555
2025
Q1 		$396K Sell
800
-116
-13% -$64.2K 0.01% 772
2024
Q4 		$478K Buy
916
+452
+97% +$235K 0.01% 676
2024
Q3 		$228K Buy
+464
New +$216K 0.01% 823

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

World Investment Advisors's ISRG Position: Q2 2026 in Review

World Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 4.2% in Q2 2026, selling an estimated $114K and leaving 5,980 shares worth $2.74M. The position accounts for 0.05% of the portfolio, ranked #398.

World Investment Advisors first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.9M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • World Investment Advisors held 5,980 shares of Intuitive Surgical worth $2.74M as of Q2 2026.
  • World Investment Advisors sold 261 Intuitive Surgical shares in Q2 2026, an estimated $114K.
  • Intuitive Surgical made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #398 holding.
  • World Investment Advisors first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's Intuitive Surgical position peaked at $3.9M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.